Investment Rating - The report does not provide a specific investment rating for the company [2]. Core Insights - The company, Lianyi Rong Technology (9959.HK), focuses on AI-driven supply chain financial technology solutions, aiming to optimize payment cycles and digitize workflows in supply chain finance [2]. - The company has shown significant growth, with a total supply chain asset processed amounting to 156 billion RMB in the first half of 2024, representing a year-on-year increase of 14.6% [2]. - Lianyi Rong has a strong customer base, serving 856 clients with a retention rate of 96%, and has established partnerships across various industries, including construction, real estate, and retail [2]. Company Overview - Founded in 2016 and listed on the Hong Kong Stock Exchange in 2021, Lianyi Rong is the first publicly listed supply chain financial technology SaaS company in China [2]. - The company has a market capitalization of 41.82 billion HKD and a share price of 1.83 HKD [2]. - As of the first half of 2024, the company has 726 core enterprise cloud clients and 130 financial institution cloud clients, with a total of 1750 partners [2]. Technology and Innovation - Lianyi Rong leverages AI technology, including its proprietary LDP-GPT model and AI Agent platform, to enhance supply chain finance processes, achieving over 95% automation in workflows [2]. - The company has received recognition for its AI technology, winning the "Best AI Technology" award from The Asian Banker [2]. - The integration of AI in supply chain finance is expected to transform the industry, improving risk assessment, document processing, and overall efficiency [2].
联易融科技-W：AI驱动供应链金融智能化升级